Members Wealth LLC Sells in Q3 2025

Members Wealth LLC

  • $158 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.58K
- 81.29%
$192.76 - $203.86 $1.08M - $1.14M
1.28K $262M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.67K
- 68.15%
N/A
2.65K $266M
UNH
Unitedhealth Group Inc

Healthcare
-79
- 3.68%
$237.77 - $353.61 $18.8K - $27.9K
2.07K $721M
J P Morgan Exchange Traded F
-4.77K
- 25.97%
N/A
13.6K $884M
VUG
Vanguard Growth ETF

ETFs
-723
- 49.32%
$433.97 - $484.08 $314K - $350K
743 $358M
KO
Coca Cola CO

Consumer Defensive
-1.15K
- 5.76%
$65.67 - $71.67 $75.5K - $82.3K
18.8K $1.26B
CVX
Chevron Corp

Energy
-565
- 25.75%
$145.57 - $161.83 $82.2K - $91.4K
1.63K $252M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-229
- 18.42%
$196.15 - $217.83 $44.9K - $49.9K
1.01K $204M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.41K
- 1.04%
$26.38 - $27.95 $37.2K - $39.5K
135K $3.72B
AVLV
American Centy ETF Tr Avantis
-1.64K
- 34.27%
$68.33 - $72.69 $112K - $119K
3.14K $228M
V
Visa Inc.

Financial Services
-196
- 10.63%
$332.09 - $358.86 $65.1K - $70.3K
1.65K $573M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.43K
- 18.96%
$339.37 - $366.46 $485K - $523K
6.1K $2.24B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-646
- 30.13%
$420.11 - $472.68 $271K - $305K
1.5K $706M
ABT
Abbott Laboratories

Healthcare
-501
- 11.49%
$120.51 - $136.62 $60.4K - $68.4K
3.86K $515M
ABC
Amerisourcebergen Corp

Healthcare
-298
- 30.44%
N/A
681 $212M
PEP
Pepsico Inc

Consumer Defensive
-302
- 16.69%
$133.81 - $152.16 $40.4K - $46K
1.51K $216M
IVE
Ishares S&P 500 Value ETF

ETFs
-617
- 12.55%
$194.44 - $206.51 $120K - $127K
4.3K $890M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.46K
- 20.02%
$121.46 - $130.92 $177K - $191K
5.82K $759M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-666
- 13.1%
$181.56 - $190.33 $121K - $127K
4.42K $840M
XOM
Exxon Mobil Corp

Energy
-190
- 7.01%
$105.83 - $117.22 $20.1K - $22.3K
2.52K $282M
XLV
Select Sector Spdr Fund Health

ETFs
-141
- 5.83%
$129.01 - $139.72 $18.2K - $19.7K
2.28K $327M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-499
- 5.61%
$48.5 - $50.19 $24.2K - $25K
8.39K $419M
LLY
Eli Lilly & CO

Healthcare
-25
- 2.97%
$625.65 - $812.69 $15.6K - $20.3K
818 $676M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-414
- 2.02%
$20.41 - $20.67 $8.45K - $8.56K
20.1K $414M
HON
Honeywell International Inc

Industrials
-3
- 0.26%
$207.7 - $240.4 $623 - $721
1.15K $242M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-337
- 12.28%
$108.46 - $120.63 $36.6K - $40.7K
2.41K $287M
IBMO
Ishares Tr Ibonds December 202

ETFs
-7
- 0.03%
$25.58 - $25.72 $179 - $180
22.4K $573M
SO
Southern CO

Utilities
-42
- 0.94%
$90.83 - $96.0 $3.81K - $4.03K
4.43K $420M
LOW
Lowes Companies Inc

Consumer Cyclical
-62
- 3.72%
$215.01 - $273.02 $13.3K - $16.9K
1.6K $398M
MA
Mastercard Inc

Financial Services
-1
- 0.16%
$550.18 - $598.96 $550 - $599
637 $365M
RDVY
First Trust Rising Dividend Ac

ETFs
-223
- 5.16%
$62.38 - $67.29 $13.9K - $15K
4.1K $275M
JNJ
Johnson & Johnson

Healthcare
-128
- 5.43%
$155.17 - $185.42 $19.9K - $23.7K
2.23K $415M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-163
- 7.44%
$109.47 - $119.06 $17.8K - $19.4K
2.03K $241M
IWN
Ishares Russell2000 Val ETF

ETFs
-12
- 0.88%
$157.1 - $178.94 $1.89K - $2.15K
1.35K $239M
RTX
Raytheon Technologies Corp

Industrials
-44
- 2.71%
$144.19 - $167.33 $6.34K - $7.36K
1.58K $264M
IWY
Ishares Tr Russell 200 Growth

ETFs
-50
- 3.44%
$243.93 - $275.62 $12.2K - $13.8K
1.4K $386M
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 0.36%
$357.4 - $423.42 $5K - $5.93K
3.84K $1.52B
AMZN
Amazon Com Inc

Consumer Cyclical
-514
- 6.73%
$211.65 - $238.24 $109K - $122K
7.12K $1.57B
VIG
Vanguard Dividend Appreciation

ETFs
-528
- 5.18%
N/A
9.66K $2.09B
Rb Global Inc
-843
- 2.89%
N/A
28.3K $3.04B
VOT
Vanguard Mid Cap Growth Index

ETFs
-172
- 3.5%
$282.75 - $294.19 $48.6K - $50.6K
4.74K $1.39B
AVGO
Broadcom Inc.

Technology
-240
- 8.33%
$264.74 - $369.57 $63.5K - $88.7K
2.64K $880M
ORCL
Oracle Corp

Technology
-1.24K
- 22.44%
$218.96 - $328.33 $272K - $408K
4.3K $1.24B
GOOG
Alphabet Inc.

Communication Services
-38
- 0.58%
$175.16 - $255.24 $6.66K - $9.7K
6.55K $1.61B
IVV
Ishares Core S&P 500 ETF

ETFs
-322
- 0.87%
$620.67 - $670.08 $200K - $216K
36.5K $24.5B
Activity Summary
Buys All Purchases 55 New Holdings 13 Increased Positions 42 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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